COVID-19 impact and opportunities

Presented by
Apr 8th, 2020
1hr 17mins

The outbreak of COVID-19 has led to a rapid and volatile share market correction in recent weeks. From history, we understand that these events are temporary and can provide substantial wealth creating opportunities for the disciplined investor.

Over the long-term markets are resilient and will eventually recover to new highs. Globally, we are seeing a coordinated response from Government and central banks aimed at limiting the economic damage and keeping financial markets functioning. Central banks have reduced cash rates to near zero percent and have aggressively begun another round of quantitative easing. Governments have also stepped up fiscal stimulus efforts, providing billions of dollars in assistance to workers and businesses impacted by the shutdown. The market volatility has created a rare and wonderful opportunity for investors to buy into high quality stocks at heavily discounted prices.

No matter your investment objectives – whether income or growth – Lincoln Managed Funds enables you to access a well-diversified portfolio of high quality financially healthy stocks that are likely to rebound strongly when the market recovery takes place.

Matt Swartz, Senior Portfolio Manager, is joined by Kien Trinh, Head of Research, and Jason Bartolo, Senior BDM, where they share their knowledge and discuss:

  • COVID-19 – impact and opportunities
  • How we use our academically proven Financial Health Model to identify stocks that can ride out a recession
  • How we identify factors that drive portfolio returns using our quantitative methodology
  • The investment strategy of the Lincoln Managed Funds
Presented by
Apr 8th, 2020
1hr 17mins
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All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.